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Financial Planning Assistant

2 months ago

Glasgow, Glasgow City, United Kingdom Bruin Full time

**About the Role**

We are seeking a highly skilled and experienced Paraplanner to join our team at Bruin Financial, a leading Wealth Management company in the UK. As a Paraplanner, you will play a critical role in supporting our Wealth Planners in providing high-quality financial planning services to our clients.

**Key Responsibilities**

  • Conduct thorough research on a wide range of financial planning products and services, including pensions, life insurance, tax planning, and investment management.
  • Undertake accurate calculations and cash-flow modeling to support recommendations.
  • Prepare comprehensive suitability reports and letters for our Wealth Planners to provide their recommendations.
  • Draft and coordinate technical documents and research for client presentations.
  • Stay up-to-date with industry developments and market movements, maintaining a high level of technical knowledge and expertise.

**Requirements**

To be successful in this role, you will have a strong background in financial planning, with experience in all aspects of financial planning practices and disciplines, including investments, pensions, and protection. You will also have a Level 4 Diploma in Financial Planning or be working towards it. Additionally, you will have excellent communication and interpersonal skills, with the ability to work effectively in a team environment.

**Career Development Opportunities**

We offer a range of career development opportunities, including the potential to move into an advisory role with full training and support. If you are a motivated and ambitious individual looking to advance your career in financial planning, we encourage you to apply for this exciting opportunity.